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The Fund’s investment objective is to provide long term capital appreciation. The Fund invests at all times at least 85% of its Net Asset Value in US equity securities (including common stock and preferred shares) that are listed or traded on Regulated Markets in the United States and that are issued by companies that meet the Investment Manager’s financial criteria and its criteria for sustainability and environmental, social and governance (“ESG”) policies (“Sustainability Leaders”).
Name | Title | Since | Until |
---|---|---|---|
Mary Jane McQuillen | Business Unit Analyst | 2015 | Now |
Biography | Head of Environmental, Social and Governance Investment, Industry since 1996, Firm since 1996, Columbia Business School - MBA, Fordham University - BS, Member of the ClearBridge Investments Proxy Committee. Mary Jane serves on the Board of Directors for the Sustainable Investments Institute (Si2). She is a former Board member of the IRRC Institute and the CFA Society of New York. She is also a former Board member of the Forum for Sustainable and Responsible Investment (US SIF). Mary Jane is a member of the UN Principles for Responsible Investment (UN PRI) Listed Equities Steering Committee and the ESG Integration Sub-Committee. | ||
Derek J. Deutsch | Managing Director | 2015 | Now |
Biography | Derek co-manages the Mid Cap, Mid Cap Growth, SMID Cap Growth and Sustainability Leaders Strategy products. Derek has 21 years of investment industry experience. He joined a predecessor organization in 1999, and spent six years as an equity research analyst responsible for the health care sector. Prior to joining the firm, Derek worked as a special assistant at the U.S. Department of Health and Human Services in Washington, D.C., and also as a journalist covering health care policy for the American Political Network. Derek earned a BA from Brown University and an MBA from Georgetown University. He is a member of the CFA Institute and of the CFA Society New York. |
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